Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Margaret? Claim Your ProfileMargaret Mazzella is a financial advisor with Bankers Life Advisory Services, Inc. Margaret is registered with FINRA and has been in the financial industry since 2018. Margaret has a Series 6, 7, 63, and 65 licenses, and specializes in providing financial planning, portfolio management, and education seminars. Margaret is licensed in Arizona, California, Hawaii, and Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Non-discretionary investment consulting services
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2
IL
05/21/2020 - Present
Bankers Life Advisory Services, Inc. (CHICAGO IL)
IA
Issued 05/20/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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